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Category: Investment Advisory

January 31, 2024

Debora E. May, Co-founder and Senior Advisor of May Barnhard Investments, Recognized by Bethesda Magazine

Debora E. May, co-founder and senior advisor of May Barnhard Investments, CBM’s fee-only wealth management subsidiary, was recognized in Bethesda Magazine’s Readers’ Picks as a finalist in the Top Financial Advisors category. Read more on the MBI website. Councilor, Buchanan & Mitchell (CBM) is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.

December 22, 2023

May Barnhard Investments Continues to Grow, Welcoming Two New Team Members and Expanding the Firm’s Client Service Capacities and Expertise

PDF: May Barnhard Investments Continues to Grow, Welcoming Two New Team Members and Expanding the Firm’s Client Service Capacities and Expertise May Barnhard Investments (MBI), a Bethesda, MD-based fee-only wealth management firm and a subsidiary of Councilor, Buchanan & Mitchell (CBM), expanded its client service capacities and expertise by welcoming Stephanie Anderson, CFA, CFP®, CDFA®, a wealth manager with more than 30 years of experience in the investment management and strategy consulting industries, and Lisa Sippel, a manager with more… Read more ›

December 6, 2023

Judy Barnhard and Stephanie Anderson to Present on Investment Policy Development at 2023 GWSCPA Nonprofit Symposium

Judith P. Barnhard, CPA, CFP®, CDFA®, an executive vice president and director of professional services, wealth management and financial planning at CBM, and Stephanie Anderson, CFA, CFP®, CDFA®, manager of divorce financial planning and wealth management at CBM, are scheduled to present on December 12 at the 2023 Greater Washington Society of CPAs Nonprofit Symposium. Their session, entitled Investing for Impact: A Guide to Not-for-Profit Investment Policies, is scheduled from 8:00 – 8:50 am, will address the foundation of an… Read more ›

November 15, 2023

6 Ways to Evaluate Investment Risk

Successful investments can be extremely profitable. But the stocks with the greatest potential tend to be the riskiest. And underlying risks aren’t always obvious. In fact, there are several different types of risks for investors to consider, based on your portfolio’s asset allocation. Here are six ways to review and calculate the risk of an investment before you decide to put down your money: 1. Market risk. This is the risk that the price will decline due to market factors… Read more ›

October 18, 2023

May Barnhard Investments Celebrates 10 Years

May Barnhard Investments (MBI), the wealth management subsidiary of Councilor, Buchanan & Mitchell, celebrated its 10th anniversary on Wednesday, October 11, at the Marriott Bethesda Downtown at Marriott HQ in Bethesda, Maryland. The MBI team celebrated in an intimate gathering alongside several clients and CBM partners for hors d’oeuvres and conversation. Click here to view photos from the celebration.

October 4, 2023

Budget Better with the 50-20-30 Approach

  For many people, getting better at budgeting is near the top of their to-do list. However, developing and sticking to a budget isn’t always a simple task. Creating complicated spreadsheets, learning budgeting software and dealing with spending restrictions — all of these things can end up derailing even the most dedicated budgeter. Here’s a synopsis of a simple — but effective — approach to budgeting. The Mechanics Start by splitting your monthly income into three simple “buckets” or budget… Read more ›

October 4, 2023

How to Prepare for Buying a House in the Current Housing Market

  From high prices and interest rates to increased demand, now is a particularly challenging time to buy a home. But with no idea what the market could do next, becoming financially prepared to buy a home moves you one step closer to making it happen. In this how-to, we’ll walk you through the essential steps to financially prepare for this large purchase, even in the current housing market. Before Looking at a House Assess Your Current Financial Situation Before… Read more ›

August 31, 2023

Unleashing the Future: The Power of Investing in Artificial Intelligence

In the digital age, the term “artificial intelligence” (AI) has transcended science fiction to become a driving force behind technological advancements. As AI rapidly reshapes society, its potential for investors has become increasingly evident. This blog post delves into the realm of investing in AI, exploring the reasons behind its exponential growth, potential risks, and strategies for maximizing returns. The AI Revolution: Unprecedented Growth and Innovation Artificial intelligence, in simple terms, refers to the simulation of human intelligence processes by… Read more ›

February 13, 2023

Smart Financial Planning for Younger Professionals (II): Managing Debt, Protecting Your Loved Ones and Tax Planning

This is the second of a two-part blog series on building a strong financial foundation for younger, early-career professionals. The series covers topics such as understanding net worth, financial goal-setting, investing and saving, debt and tax planning. Click here to read the first part of the blog series. Manage Your Debt Not all debt is bad debt, especially if you have a low interest rate that’s helping you finance an asset and thus increasing your net worth. A mortgage is… Read more ›

November 14, 2022

Building Up Your Knowledge Base About Bonds

Bonds have a reputation as a “safe” investment compared to stocks. In some respects, that’s true. But they can also be risky, which is why investment advisors generally recommend that people in typical circumstances keep a balanced portfolio — in other words, one that includes both stocks and bonds. If you have a retirement savings account, you probably do own stocks and bonds, contained within large institutionally managed funds, such as a retirement target-date fund. When you buy a bond… Read more ›